+14,839.3%
SPGI vs DOV
+6,592.8%
+8,246.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -1.4% | -0.1% | -1.3% | -1.4% |
| 30D | +15.3% | +11.3% | +4.0% | +9.9% |
| 3M | +16.5% | +2.2% | +14.3% | +15.1% |
| 6M | +19.8% | -2.9% | +22.8% | +20.2% |
| YTD | -3.2% | +9.6% | -12.9% | -8.8% |
| 1Y | +1.8% | +16.7% | -14.9% | -6.8% |
| 3Y | +30.6% | +66.9% | -36.3% | +0.4% |
| 5Y | +16.0% | +32.0% | -16.0% | -1.9% |
| 10Y | +338.6% | +334.8% | +3.8% | +119.7% |
| All | +14,839.3% | +6,592.8% | +8,246.4% | +3,025.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DOV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling